CRM software for contractors
Use our free contractor CRM to capture leads the moment they land, send quotes faster, and chase follow-ups automatically. One place for every customer, every job, every payment- from the site, not the office.
Stop losing jobs to slow replies.
4.9 ★
4.6 ★
Trusted by freelancers and businesses everywhere
Why contractors need a CRM?
One pipeline for quotes, active jobs, and final payments
Track new enquiries, jobs in progress, and clients waiting on final invoices — all in one view. No flicking between a quoting app, your phone notes, and a spreadsheet to see what each job needs this week.
Send quotes and invoices from the same place
Quote on Monday, send the deposit invoice on Tuesday, raise a progress claim on Friday — all without leaving Bookipi. Your CRM and your billing tool finally talk to each other, so your pipeline stays current and payments hit the bank, not your inbox.
Every site detail, every job, at your fingertips
Open any client to see every past quote, invoice, and email — plus site notes like gate codes, parking, dog on premises, and material preferences. Pick up where you left off, even after months between jobs or callback work.
Free for your whole crew, with no per-seat fees
Get the pipeline, customer view, invoicing, and email client on the free plan — no credit card, no setup fee, no per-seat costs as your crew grows. Set it up in under 5 minutes and add your foreman, office manager, and apprentices at no extra cost.
Built for the way contractors actually run jobs
Estimates, deposits, variations, progress claims, defect lists — every job carries dozens of moving parts. Bookipi CRM keeps each one in a single view, so you and your office team always know where each job stands.
Your pipeline updates in real time as you send quotes, win jobs, or invoice for milestones. Open it on Monday morning and see exactly which clients need a call back this week. Free to use, no credit card needed.
4.9 ★
4.6 ★
Got questions? Head to our FAQs.
A pipeline that keeps itself current
- Send a quote, win the job, raise a progress claim — and each client moves through your pipeline automatically. No paper notebooks, no Friday afternoon updates.
- New leads land in the pipeline the moment you send them a quote, so your office team always sees the live status of every job on the books.
- Cut admin time and free up your week for the work that actually pays — site visits, supervision, hands-on building.
Every job, every site, in one view
- Open any client to see every quote sent, variation raised, and invoice issued — from the first site walk to the defect-period sign-off.
- Update site addresses, key contacts, and access notes (gate codes, parking, alarm codes, lockbox combos) without flipping between tabs.
- Add private notes for the foreman, homeowner preferences, or that scope change the builder mentioned at the site meeting — ready for next time you turn up.
Client emails, tied to the job
- Reply to homeowners, builders, and project managers straight from the job record. Quote follow-ups, scope clarifications, and progress updates all stay with the right client.
- See every past email, document, and read receipt in one feed. No more “did anyone send the variation quote?” on the morning toolbox talk.
- When you’re on site and the office takes a call, anyone on the team can pick up the thread with the full context.
A view that suits every role on your crew
- Foremen love Kanban — drag a job from “Quoted” to “On site” to “Awaiting final payment” in one click.
- The office prefers List view for a clean weekly run-through of every active job, its status, and what’s coming up.
- Switch any time. Your pipeline adapts to how each role on your crew thinks — no retraining needed.
Manage your contracting jobs with Bookipi CRM
Frequently asked questions about CRM for contractors
Get started in minutes
5-minute setup, no credit card needed.
